How to Maximize Your Tax Refund: Smart Financial Moves to Make Now
Tax season can feel like a rollercoaster ride – from gathering documents to filing your returns. But if you’re one of the fortunate ones receiving a tax refund, this time of year presents a golden...
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Trump’s ‘Liberation Day’ Tariffs: What They Mean for the U.S. and Global Trade
In a highly anticipated Rose Garden speech, President Donald Trump announced sweeping new tariffs that he says will protect American industry and bring jobs back to the U.S. Branded as a “Liberation...
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Episode 240 – What It Means to Be a Fiduciary With John Williams
Not all financial advisors are created equal. In this episode of The Agent of Wealth Podcast, host Marc Bautis and John Williams dive into the truth behind working with a fiduciary financial advisor,...
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Market Recap Week of 03/31/2025 to 04/04/2025
The S&P 500 lost 9.1% last week amid worries about the impact of the U.S. President Donald Trump’s reciprocal tariffs on global economic growth and inflation. The index is now down 13.7% since the...
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How to Spring-Clean Your Finances
As the seasons change and spring arrives, many of us embrace the tradition of spring cleaning — decluttering our homes, organizing our spaces, and making room for a fresh start. But have you...
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Markets Surge After Trump Announced 90-Day Pause on Most Tariffs – Except for...
In a surprise move made on Wednesday, President Donald Trump announced a 90-day suspension of tariffs for most countries, sparking a dramatic rally in the U.S. stock market. The temporary pause...
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Why Investors Are Worried About The Bond Market
The bond market doesn’t typically make headlines – but recently, it’s been at the center of some headlines. Long considered a symbol of safety and stability, U.S. Treasurys have been anything but...
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Episode 241 – How to Find Joy in Your Relationship to Money With Elizabeth...
What if the key to financial freedom isn’t more money – but a better relationship with it? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Elizabeth Husserl, a wealth...
View ArticleHow Parent and Child Assets Impact Financial Aid Packages
This is a segment of Bautis Financial’s college planning series, which includes webinars, podcast episodes, blog posts and downloadables to aid college-bound students and families in the admissions...
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Market Recap Week of 04/07/2025 to 04/11/2025
The S&P 500 index rose 5.7% last week after the Trump administration paused most of its retaliatory tariffs. The index is still down 4.4% for April and 8.8% for the year. The market had a...
View ArticleHow to Avoid HSA Tax Traps in Retirement
Disclosure: Before making any decisions related to your HSA, please consult with a tax professional. Health Savings Accounts (HSAs) are often praised for their powerful tax advantages. Most of the...
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China’s Rare Earth Pause: A Strategic Strike in the Renewed Trade War
China just dealt a calculated blow in the escalating trade war with the United States — and this time, it’s not about tariffs or tech bans. It’s about minerals. Specifically, the rare earth metals...
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Bautis Financial Advisor Commentary: April 17, 2025
This is a new installment in an ongoing series where Marc Bautis, Wealth Manager and Founder of Bautis Financial, comments on hot topics in the financial industry. Over the past two weeks, investors...
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Financial Planning Checklist: Do You Need to Make Estimated Income Tax Payments?
Disclosure: This article is for informational purposes only and is not intended as tax advice. Tax laws are complex and can vary by individual situation, so it’s essential to consult with a Certified...
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Episode 242 – Your Trust, Your Rules: The Power of Perpetual Trusts With...
Think your assets are safe from lawsuits, creditors, or divorce? Unless they’re in the right kind of trust, your wealth might be more vulnerable than you think. In this episode of The Agent of Wealth...
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Market Recap Week of 04/14/2025 to 04/18/2025
The S&P 500 index fell 1.5% last week as declines in technology, consumer discretionary and communication services outweighed gains in other sectors. The index is in the red for the month so far,...
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Gold Hits New Highs: What Investors Should Know About the Surge in 2025
Gold has been on a tear. After a standout 2024 in which the precious metal gained 26%, gold prices have continued their upward trajectory this year, breaking above $3,500 for the first time yesterday....
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Financial Planning Checklist: What to Consider When Starting A New Job
Starting a new job is an exciting time, but it also comes with a lot of financial considerations. From changes in income and benefits to retirement plans and taxes, it’s important to get organized and...
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Episode 243 – The Summit Method: How to Build a Life Plan for Wealth and...
Most people plan for their finances — but what about their relationships, community, and passions? It’s time to take a more holistic approach to your future. In this episode of The Agent of Wealth...
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How to Help Aging Parents Find Care
Have you noticed your mother or father showing signs of decline? Or, are you worried about your elderly uncle living at home by himself? You are not alone. Many of us will eventually find ourselves...
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